Beacon Capital Management LLC (Tennessee)’s Schwab 1000 Index ETF SCHK Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-52	Closed	-$1.56K	–	831
2025 Q2	$1.56K	Hold	52	–	–	﹤0.01%	935
2025 Q1	$1.4K	Hold	52	–	–	﹤0.01%	997
2024 Q4	$1.47K	Hold	52	–	–	﹤0.01%	946
2024 Q3	$1.44K	Hold	52	–	–	﹤0.01%	1057
2024 Q2	$1.36K	Sell	52 -240	-82%	-$6.06K	﹤0.01%	907
2024 Q1	$7.4K	Sell	292 -70	-19%	-$1.69K	﹤0.01%	630
2023 Q4	$7.47K	Buy	362 +240	+197%	+$5.16K	﹤0.01%	583
2023 Q3	$2.61K	Hold	122	–	–	﹤0.01%	801
2023 Q2	$2.61K	Buy	122 +20	+20%	+$405	﹤0.01%	801
2023 Q1	$2.02K	Hold	102	–	–	﹤0.01%	760
2022 Q4	$1.88K	Buy	102 +18	+21%	+$335	﹤0.01%	802
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	753
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	801
2022 Q1	$2K	Buy	+84	New	+$1.82K	﹤0.01%	801

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCHK Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 52 shares — an estimated $1.56K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHK in Q1 2022 and held it in 14 quarters. The position peaked at $7.47K in Q4 2023. 224 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 52 Schwab 1000 Index ETF shares in Q3 2025, an estimated $1.56K.
Beacon Capital Management LLC (Tennessee) first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Schwab 1000 Index ETF position peaked at $7.47K in Q4 2023.
224 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.